Daniel L. Goodwin’s Iron Mountain IRM Stock Holding History

Daniel L. Goodwin’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-18,500	Closed	-$578K	–	98
2019 Q2	$578K	Hold	18,500	–	–	0.26%	50
2019 Q1	$657K	Hold	18,500	–	–	0.3%	47
2018 Q4	$597K	Hold	18,500	–	–	0.31%	44
2018 Q3	$638K	Hold	18,500	–	–	0.3%	51
2018 Q2	$648K	Hold	18,500	–	–	0.3%	46
2018 Q1	$608K	Hold	18,500	–	–	0.3%	45
2017 Q4	$698K	Sell	18,500 -200	-1%	-$7.94K	0.3%	43
2017 Q3	$728K	Sell	18,700 -2,000	-10%	-$74.7K	0.32%	41
2017 Q2	$711K	Buy	+20,700	New	+$724K	0.32%	44

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Daniel L. Goodwin's IRM Position: Q3 2019 in Review

Daniel L. Goodwin sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 18,500 shares — an estimated $578K sold.

Daniel L. Goodwin first reported a position in IRM in Q2 2017 and held it in 9 quarters. The position peaked at $728K in Q3 2017. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Daniel L. Goodwin reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Daniel L. Goodwin sold 18,500 Iron Mountain shares in Q3 2019, an estimated $578K.
Daniel L. Goodwin first reported a position in Iron Mountain in Q2 2017 and held it in 9 quarters.
Daniel L. Goodwin's Iron Mountain position peaked at $728K in Q3 2017.
518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Daniel L. Goodwin's 13F filing for Q3 2019, filed 22 Oct 2019.